Creating a Project from an Estimate

Zoho Invoice allows you to create a new project from an estimate that you’ve sent to your customer. The customer details in the estimate will be automatically populated in the project.

Scenario: Sally accepts Mark’s estimate. Mark decides to create a project in Zoho Invoice for the estimate immediately. He uses the create a project from an estimate feature and quickly creates a project for Sally.

Similarly, you too can create a project directly from an estimate. To create a project from an estimate:

Go to the Estimates module in the left sidebar or press shift + e to instantly navigate to the Estimates module.

Select an estimate that you’ve sent to your customer.

Click the More dropdown and select Create Project. A new project creation page will be open.